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Financial Consultant

Job

Fisher Investments

Remote

Full-Time

Posted 7 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 5/27/2026

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Job Description

Experteer Overview In this role you serve Canadian high-net-worth clients from Fisher Investments, aligning their portfolios with a fiduciary, fee-only framework. You partner with decision-makers, research teams, and the sales group to deliver superior service. Through the training program, you deepen your capital markets knowledge and client-facing skills. This onsite position in Camas, WA focuses on asset allocation reviews and top-down strategy education, with growth supported by the internal sales team.
Compensation / Benefits
  • Build trusting, professional relationships with Canadian clients
  • Quarterly asset allocation reviews to track progress toward goals
  • Educate clients on top-down portfolio strategy and market context
  • Collaborate with sales team to grow your high-net-worth client roster Tasks
  • CFA (passed any level)
  • Series 65 (will assist with obtainment)
  • 4+ years of portfolio management and client relationship experience
  • Bachelor's degree
  • Consultative, client-focused approach Key requirements
  • 100% paid medical, dental and vision premiums for you and dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, 10 holidays
  • Family Support programs including caregiver leave and fertility/family-forming assistance
  • Hybrid work-from-home option (subject to change)

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